Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,204 | $183,592-99.3% | $155,567-99.2% | $145,959-99.2% |
| Participation rate | 4.5% | 82.7%-78.1pp | 78.2%-73.6pp | 80.3%-75.7pp |
| Annual return | 35.44% | 61.24%-25.8pp | 64.74%-29.3pp | 561.95%-526.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $254 | $6,464-96.1% | $5,628-95.5% | $6,689-96.2% |
| Admin fee / account holder | $939 | $19,318-95.1% | $15,916-94.1% | $13,398-93.0% |